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Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

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As passionate communicators and educators, we offer a variety of programs for our clients and community.

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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Investing

    April 29, 2025

    Quarterly Perspectives: Tariffs, Inflation, and Market Trends

    Wondering where the markets are headed and how it may affect your investments? Join our panel of senior investment strategists for an insightful discussion on key market trends—and what they could mean for your portfolio.

    Watch the video

  • Investing

    April 14, 2025

    Special Market Update: Navigating Tariffs and Volatility

    In this session, our senior investment strategists provide perspective, discuss potential outcomes, and answer your questions.

    Watch the video

  • Investing

    April 09, 2025

    Focus Perspectives: The Market’s Reaction to Tariff Policy Shocks

    Focus Partners’ Kevin Grogan shares perspectives on the market’s reaction to President Trump’s tariff announcement on April 2—and actions investors may consider taking during periods of market stress.

    Watch the video

  • Investing

    April 03, 2025

    Market Update: The Trump Tariff Strategy

    In this environment, it’s worth remembering that the long-term return expectations embedded in financial plans are designed to include significant annual variations from both buoyant market periods (like 2023 and 2024) and challenging markets (like 2022) alike.

    Read the article

  • Tax Strategies

    December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

    Read the article

  • Investing

    October 14, 2024

    The Economic Outlook for Q4 2024

    The U.S. economy has shown resilience, defying expectations of a recession that many have been predicting over the past several months. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.

    Watch the video

  • Investing

    October 09, 2024

    Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts

    Our Quarterly Outlook explores what may be ahead for markets and the economy.

    Read the article

  • Investing

    July 22, 2024

    The Economic Outlook for Q3 2024

    In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.

    Watch the video

  • Investing

    July 19, 2024

    Focus Connects Quarterly Webinar: July 2024

    Our thought leaders share their perspectives on markets, the economic outlook and planning opportunities in the months ahead.

    Watch the video

  • Investing

    July 10, 2024

    Quarterly Outlook: Inflation Eases, Recession Risk Falls

    Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

    Read the article

  • Investing

    June 25, 2024

    Investing Strategies For Persistent Inflation

    Chief Investment Officer Kevin Grogan shares strategies for protecting your portfolio against unexpectedly high inflation.

    Watch the video

  • Past Events

    April 19, 2024

    Focus Connects Quarterly Webinar: April 2024

    Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.

    Watch the video

  • Investing

    April 16, 2024

    The Economic Outlook for Q2 2024

    In this episode of Focus Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.

    Watch the video

  • Investing

    April 10, 2024

    Quarterly Outlook: Economic Momentum Continues

    At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

    Read the article

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